Q: How do I export my transactions in Gilded to a CSV file or Xero Bank Feed?

A: Exporting transactions from your Gilded Activity page is simple and easy.

  1. Navigate to the Activity page in your Gilded account.

  2. Using the selection boxes in the right hand column, choose which transactions you'd like to export.

  3. Open up the information box by clicking on the filter icon in the top right portion of your Activity view.

  4. In the provided drop-down menu, choose whether you want to export via a Xero Bank Feed or CSV file.

  5. Click "Export"

  6. Your export can be located and downloaded in the Reports page in your Gilded account.

For a more thorough explanation for how to export your transactions in Gilded and upload them into Xero, check out our helpful article here.

Got a question? Contact our friendly Customer Success team via the in-app chat at the bottom-right of your screen, or email [email protected]

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